Insights

Nicole Petallides at TD Ameritrade Network is joined by Louise Goudy Willmering, CFA, partner at Crewe Advisors to discuss how the financials and healthcare sectors performed during earnings week and the possible effects of rising rates on the sectors. “I think it...

Joyce Blay highlights Nick Perry joining Crewe Advisors as a partner and advisor in Financial Advisor magazine. Perry is an industry veteran with 15 years of experience and served as senior vice president for Key Private Bank where he managed portfolios for...

David Politis of Silicon Slopes TV spoke with Don Evans, CEO of Crewe Foundation, and Ryan Halliday, managing partner of Crewe Advisors, for a video interview on each line of business. Evans focused on discussing the makeup of the Crewe Foundation and how its...

Dan Sudit, partner of Crewe Advisors, speaks with Elizabeth O’Brien at Barron’s on reallocating stocks during a bear market. Sudit explains that for his clients, this means maintaining a certain standard of living through retirement while ensuring they have enough...

David Politis of Silicon Slopes spoke with Don Evans, CEO of Crewe Foundation, and Ryan Halliday, managing partner of Crewe Advisors, about each business.. The article explains how the addition of the Crewe Foundation to the Crewe family of companies will provide...

Louise Goudy Willmering, partner at Crewe Advisors, joins Bloomberg TV to discuss her outlook on the market and where to find stability. “I think that it's really important to pay attention to where the stability in the market lies. What we've seen is looking back...

Louise Goudy Willmering, partner at Crewe Advisors, joins the TD Ameritrade Network to discuss whyshe's keeping an eye on the healthcare, financials and consumer staple sectors. Goudy Willmeringexplains why an aging population is playing into an opportunity in the...

Jeff Stimpson includes Kris Yamano, partner at Crewe Advisors, in his article on the tax advantages ofhiring relatives. Yamano explains that hiring a family member could help individuals and business ownersminimize their tax liability. “According to the IRS, hiring...

Utah’s Business Journal, The Enterprise, covers news of Nick Perry joining the team as partner andadvisor at Crewe Advisors. The piece goes on to note that Perry brings 15 years of industry experience to the team and will work with clients to meet their goals across...

Dustin Thackeray, chief investment officer at Crewe Advisors, is included in George Utley’s article forWith Intelligence exploring the firm’s search for private credit managers in the middle market senior debtspace. “Right now we’re opting towards the more...

Ben Mattlin includes Dan Sudit, partner at Crewe Advisors, in his latest article for Financial AdvisorMagazine exploring whether or not annuities make sense in times of economic turmoil and uncertainty.RILA, a relatively new type of variable annuity, can be a great...

The Associated Press covers news of the addition of Nick Perry as a partner and wealth advisor at CreweAdvisors. Perry, who previously worked at KeyBank, JP Morgan and Goldman Sachs, will bring a wealthof knowledge of the hedge fund industry as well as experience...

Karen Langley at The Wall Street Journal includes thoughts from Louise Goudy Willmering, CFA, partner of Crewe Advisors, on the longevity of consumer staples stocks. Goudy Willmering explains that we’re seeing a resurgence of the value stocks that were unpopular...

Financial Planning highlights news of Ryan Schlappi’s move from J.P. Morgan to join Crewe Advisors as a partner in the Scottsdale, Arizona office. “I knew from our very first conversation, I was ready to make the move based on the team, resources and potential for...

The Associated Press features news from Crewe Advisors of Ryan Schlappi joining as a partner in its Scottsdale, Arizona office. Schlappi previously managed more than $1 billion during his tenure at JP Morgan Private Bank and brings a wealth of expertise in the...

Louise Goudy Willmering, partner at Crewe Advisors, joins Yahoo! Finance to discuss inflation-hedging tips for those saving for retirement. “I think it is necessary to make sure that you have enough money for the next six months to a year on hand to weather those...

Louise Goudy Willmering, partner at Crewe Advisors,  joins TD Ameritrade Network to discuss factors driving market uncertainty as well as her sector picks including healthcare and biopharma. “Within the healthcare side I think some of the larger biopharmas are...

Dan Sudit, partner at Crewe Advisors, tells Alisa Wolfson at MarketWatch that the best place to start when looking for a financial adviser is with trusted colleagues, friends and family.  “If you have a few friends that may fit the bill, then ask for multiple...

Matt Whittaker of US News and World Report includes insight from Dustin Thackeray, chief investment officer with Crewe Advisors when recommending hot energy stocks. "There continues to be a supply-and-demand mismatch coming from countries reopening from...

“Tech was just very highly valued, very overbought,” said Dustin Thackeray, chief investment officer at Crewe Advisors. “It was certainly due for a pullback.”

John Coumarianos with Citywire includes insight from Dan Sudit, partner of Crewe Advisors, in an article explaining the recent market correction. He explains that the lower Treasury yields were expected and that investors should stick to their investing principles....

 Jess Menton includes insight from Dustin Thackeray, partner and chief investment officer of Crewe Advisors, in her article examining stocks closing at a record highs. The article also looks at Americans spending over the holiday shopping season despite the spread of...

James Royal includes insight from Dan Sudit, partner at Crewe Advisors, in his latest Bankrate article about the steps investors should take to retire at 62. Sudit explains that no matter what, retirees should have a picture in mind of what they want their retirement...

Martha White’s article for NBC News includes insight from Dustin Thackeray, partner and chief investment officer of Crewe Advisors, in an article exploring the reasons why stock prices continue to rise in the face of high inflation. The article explains that despite...

Dustin Thackeray, CIO at Crewe Advisors, weighs in with market commentary in Karee Venema’s stock market recap with Kiplinger following a choppy day for the markets. “We are paying close attention to third-quarter earnings announcements along with management...

Tim Smart at U.S. News & World Report includes insight from Dustin Thackeray, partner and chief investment officer at Crewe Advisors, in an article looking at August inflation, rising prices, and the impact the end to stimulus funding will have on the economy. The...

Robbie Lawther at International Adviser features Crewe Advisors new five-person team in Scottsdale, AZ in a roundup of current M&A deals across the country. The article adds that partners Jason Miller and Kris Yamano will add to the growth of Crewe Advisors’...

Tobias Salinger at Financial Planning features news from Crewe Advisors of its expansion and five person team in Scottsdale, AZ. Ryan Halliday, managing partner of Crewe Advisors explains, “Our future expansion is solely predicated on focusing on fit and culture, not...

Ian Wenik at Citywire includes Ryan Halliday, managing partner at Crewe Advisors, in an article featuring the firm's expansion into the Arizona market. Halliday emphasizes the significance of this move, “Firms are either getting rolled up or they are becoming a firm...

InvestmentNews covers Crewe Advisors expansion into the Arizona market. The newly added team will head up Crewe Advisors’ Scottsdale, AZ office. 

The Associated Press highlights a press release from Crewe Advisors about the addition of a new five-person team launching Crewe Advisors’ expansion into the Arizona market. 

Rodney A. Brooks includes Ryan Halliday, managing partner at Crewe Advisors, in a Senior Planet article looking into what you need to consider when starting a business as a retiree. Starting a business is a big deal in itself, but in the case that someone decides to...

  Crewe is pleased to announce the successful sale of activewear company ACTA to HydroJug, with guidance from Crewe’s investment banking division. Founded in 2018, ACTA leveraged Crewe as an advisor as it sought a buyer for its prestigious brand. HydroJug, a leading...

Ben Mattlin at Financial Advisor magazine includes Dan Sudit, partner of Crewe’s Private Wealth Management division, in an article exploring how backdoor Roth IRAs can benefit high income individuals. 

Dan Sudit, partner at Crewe, is included in a Bankrate article by James Royal about which retirement plans are best for self-employed individuals.